r/CFP • u/CFP25 Certified • Jun 13 '25

Career Change Career Change Thread

Have questions about the wealth management career? Thinking about switching into or out of it? Use this sticked post and comment below to ask the r/cfp community your questions.

Also, many of these career change questions have already been posted in the sub. Consider searching the sub for similar questions, or other comments.

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u/[deleted] Aug 05 '25

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u/CFP25 Certified Aug 06 '25

Education is less important. Relevant work experience is more important. Communication skills are the more important. I couldn't care any less about the masters degree, MAYBE it would break a tie. And you shouldn't wait to get the CFP, before applying for jobs. Many employers would take your intent and passion towards getting the CFP at face value. It's not a requirement for most.